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Senior Trust Officer
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- This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
- Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
- Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
- Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
- Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
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